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RADCOM Ltd.NasdaqCM:RDCM 주식 보고서

시가총액 US$270.2m
주가
US$16.14
US$18
10.3% 저평가 내재 할인율
1Y30.4%
7D1.5%
포트폴리오 가치
​
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RADCOM Ltd.

NasdaqCM:RDCM 주식 리포트

시가총액: US$270.2m

RADCOM (RDCM) 주식 개요

는 통신 서비스 제공업체(CSP)를 위한 클라우드 네이티브 및 5G 지원 네트워크 인텔리전스 솔루션을 제공합니다. 자세히 보기

RDCM 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장0/6
과거 실적5/6
재무 건전성6/6
배당0/6

강점

공정 가치 추정치보다 낮은 10.1% 에서 거래

지난 1년간 수익이 72.1% 증가했습니다.

위험 분석

우리의 위험 점검에서 RDCM에 대한 위험이 감지되지 않았습니다.

RDCM Community Fair Values

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RADCOM Ltd. 경쟁사

가격 이력 및 성과

RADCOM 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$16.14
52주 최고가US$16.74
52주 최저가US$10.41
베타0.75
1개월 변동32.95%
3개월 변동25.80%
1년 변동30.37%
3년 변동66.05%
5년 변동72.44%
IPO 이후 변동-63.32%

최근 뉴스 및 업데이트

Seeking Alpha • May 04

Radcom Q1 Preview: Slowing Down Growth, But Risk-To-Reward Is Enticing (Rating Upgrade)

Summary Radcom Ltd. is upgraded to a buy ahead of Q1 earnings, with fair value estimated at $21 per share. RDCM consistently beats revenue and EPS expectations, though growth is slowing; management maintains conservative guidance but expects strategic wins. The launch of Neura, an agentic AI suite leveraging RADCOM ACE and Nvidia BlueField-3, is positioned as a key growth catalyst. I see enticing risk-reward at current levels, but note volatility and the need for Tier-1 operator wins to sustain momentum. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • May 04

Radcom Q1 Preview: Slowing Down Growth, But Risk-To-Reward Is Enticing (Rating Upgrade)

Summary Radcom Ltd. is upgraded to a buy ahead of Q1 earnings, with fair value estimated at $21 per share. RDCM consistently beats revenue and EPS expectations, though growth is slowing; management maintains conservative guidance but expects strategic wins. The launch of Neura, an agentic AI suite leveraging RADCOM ACE and Nvidia BlueField-3, is positioned as a key growth catalyst. I see enticing risk-reward at current levels, but note volatility and the need for Tier-1 operator wins to sustain momentum. Read the full article on Seeking Alpha
분석 기사 • Jul 19

RADCOM's (NASDAQ:RDCM) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
분석 기사 • May 15

RADCOM Ltd. (NASDAQ:RDCM) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for RADCOM is US$18.17 based on 2 Stage Free Cash Flow to Equity RADCOM's...
분석 기사 • May 01

Here's Why RADCOM (NASDAQ:RDCM) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Feb 08

RADCOM Ltd. (NASDAQ:RDCM) Stock Catapults 27% Though Its Price And Business Still Lag The Industry

RADCOM Ltd. ( NASDAQ:RDCM ) shares have continued their recent momentum with a 27% gain in the last month alone...
분석 기사 • Nov 14

Should You Be Adding RADCOM (NASDAQ:RDCM) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Sep 22

Is Now The Time To Look At Buying RADCOM Ltd. (NASDAQ:RDCM)?

RADCOM Ltd. ( NASDAQ:RDCM ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Seeking Alpha • Aug 09

Radcom's Steady And Profitable Revenue Growth Is Being Overlooked

Summary RADCOM Ltd. reported impressive Q2 results, with revenue up 20% and EPS up 120% year-over-year, beating expectations. The company's revenue and gross margin have shown consistent growth, with a strong balance sheet and minimal financial risks in the near term. I am not in a rush to purchase shares at the moment, but may on speculation of strong Q3 results or an opportunistic dip buy before then. Read the full article on Seeking Alpha
분석 기사 • May 22

RADCOM Ltd.'s (NASDAQ:RDCM) Revenues Are Not Doing Enough For Some Investors

RADCOM Ltd.'s ( NASDAQ:RDCM ) price-to-sales (or "P/S") ratio of 2.7x might make it look like a buy right now compared...
분석 기사 • Jan 26

Improved Revenues Required Before RADCOM Ltd. (NASDAQ:RDCM) Shares Find Their Feet

You may think that with a price-to-sales (or "P/S") ratio of 2.8x RADCOM Ltd. ( NASDAQ:RDCM ) is a stock worth checking...
Seeking Alpha • Sep 13

RADCOM renews cloud-native assurance solutions contract with Rakuten Mobile

RADCOM (NASDAQ:RDCM) renews its initial contract signed in 2019 with Rakuten Mobile to continue its successful partnership in providing advanced cloud-native assurance solutions for Rakuten Mobile's network in Japan. "Following our successful partnership with Rakuten Mobile, we continue to work closely together as the Japanese operator launches new innovative services and expands their network. Our advanced cloud-native solutions ensure unparalleled focus on network service quality, efficient impact analysis, and fast detection of potential issues." said Rami Amit, chief technology officer of RADCOM.
Seeking Alpha • Aug 25

RADCOM Ramps Up Guidance On 5G Rollouts

Summary RADCOM Ltd. recently reported its Q2 2022 financial results. The firm provides network intelligence and service assurance software and services to communications service providers. RDCM recently announced a prominent customer win with DISH and expects growth well into 2023. I'm cautiously optimistic about RDCM at around $11.60 per share. A Quick Take On RADCOM RADCOM Ltd. (RDCM) recently reported its Q2 2022 financial results on August 11, 2022, beating expected revenue and EPS estimates. The company provides network intelligence and service assurance software and services to communications service providers. It recently announced a high visibility customer win in DISH’ 5G network launch and raised 2022 revenue guidance for a second time this year. My outlook is a Buy for RDCM at around $11.60 per share on the strength of its prospects in the 5G space. RADCOM Overview Tel Aviv, Israel-based RADCOM Ltd. was founded in 1985 and provides a range of cloud-based, 5G standard-ready network intelligence and service assurance software solutions for communications service providers worldwide. The firm is headed by Chief Executive Officer Eyal Harari, who was previously Software Group Manager at Tvuna. The company’s primary offerings include: Network Visibility Service Assurance Network Insights The firm acquires customers via its direct sales and marketing efforts focused on a wide range of telecom service providers across all market tiers. RADCOM’s Market & Competition According to a 2022 market research report by MarketsAndMarkets, the market for telecom service assurance was an estimated $6.5 billion in 2021 and is forecast to reach $10.4 billion by 2026. This represents a forecast CAGR of 9.9% from 2022 to 2026. The main drivers for this expected growth are demand from communications service providers for products that detect and remediate network performance issues to reduce customer churn. Also, large enterprise providers are expected to hold the largest market share within the vendor universe. Major competitive or other industry participants include: NEC Ericsson Amdocs NETSCOUT Broadcom HPE Accenture Huawei Spirent TEOCO EXFO Infovista SysMech Anodot Matellio Stixis Others RADCOM’s Recent Financial Performance Total revenue by quarter has grown unevenly in the past 5 quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has plateaued, as the chart shows here: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have fluctuated as follows: 5 Quarter SG&A % Of Revenue (Seeking Alpha) Operating income by quarter has remained negative in the past five quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have remained negative recently as well: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, RDCM’s stock price has risen 9.2% vs. the U.S. S&P 500 index’ fall of around 7.3%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For RADCOM Below is a table of relevant capitalization and valuation figures for the company: Measure [TTM] Amount Enterprise Value / Sales 2.31 Revenue Growth Rate 10.7% Net Income Margin -9.9% GAAP EBITDA % -10.0% Market Capitalization $171,260,000 Enterprise Value $99,580,000 Operating Cash Flow $2,000,000 Earnings Per Share (Fully Diluted) -$0.31 (Source - Seeking Alpha) The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. RDCM’s most recent GAAP Rule of 40 calculation was only 0.7% as of Q2 2022, so the firm needs significant improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 10.7% GAAP EBITDA % -10.0% Total 0.7% (Source - Seeking Alpha) Commentary On RADCOM In its last earnings call (Source - Seeking Alpha), covering Q2 2022’s results, management highlighted recent customer wins in the 5G space as well as an extension of a multiyear deal with AT&T. Management believes the ‘5G market is ramping up’, with DISH recently selecting the firm to monitor its 5G smart network launched for the Las Vegas market and expanding to more than 120 U.S. cities, or about 20% of the population. The firm’s previous integration with AWS has enabled the DISH relationship to scale more automatically. Management is seeing increased collaboration between telecom firms and public cloud providers such as AWS. As to its financial results, revenue rose by 14% year-over-year while non-GAAP gross margin was reported as 72%. SG&A increased while gross R&D decreased. GAAP operating income remained negative as did earnings per share. For the balance sheet, the company finished the quarter with cash, equivalents and short-term bank deposits of $73.1 million. The firm has used working capital of $9.1 million in the past 4 quarters. Looking ahead, management doesn’t currently see any negative impact from current global economic changes as network operators seek to migrate their networks to 5G capabilities.
Seeking Alpha • Aug 10

Radcom Q2 2022 Earnings Preview

Radcom (NASDAQ:RDCM) is scheduled to announce Q2 earnings results on Thursday, August 11th, before market open. The consensus EPS Estimate is -$0.01 (+50.0% Y/Y) and the consensus Revenue Estimate is $10.79M (+10.6% Y/Y). Over the last 2 years, RDCM has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time. Over the last 3 months, EPS estimates have seen 1 upward revision and 0 downward. Revenue estimates have seen 1 upward revision and 0 downward.
Seeking Alpha • Jul 06

RADCOM to deploy its 5G automated network assurance solution in Symworld

RADCOM (NASDAQ:RDCM) innovative service assurance solution RADCOM ACE, deployed on Rakuten Mobile's fully virtualized cloud-native network in Japan, will be globally available in the Rakuten Symphony Symworld marketplace. Through Symworld marketplace, operators will be able to install RADCOM ACE into their live network. "We are thrilled to bring our cloud-native assurance solution to Rakuten Symphony's SymworldTM marketplace. Following our successful partnership with Rakuten Mobile in Japan, we are excited to offer operators worldwide our innovative solutions through Rakuten Symphony. This partnership is an important acknowledgment of our strong relationship with Rakuten and our 5G assurance capabilities." said Eyal Harari, RADCOM's Chief Executive Officer.  Press Release
Seeking Alpha • Dec 14

Radcom: Undetected TAM Expansion For An Underfollowed Nasdaq Company

Radcom is the technology leader in a new market (virtualized 5G service assurance) that is expected to grow significantly in the coming years. They have a well-filled internal sales opportunity pipeline. By partnering with Rakuten, they also have a massive external sales channel with great optionality. Despite these huge sales opportunities, 93% of revenues were generated by just three customers in 2020. I believe previous investors misinterpreted the dynamics of the 5G rollout and the scenario in which Radcom will shine. As a result, the story seemed broken where, but in my opinion, it is just beginning.

주주 수익률

RDCMUS SoftwareUS 시장
7D1.5%1.5%2.6%
1Y30.4%-9.2%26.2%

수익률 대 산업: RDCM은 지난 1년 동안 -9.2%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: RDCM은 지난 1년 동안 26.2%의 수익을 기록한 US 시장과 동일한 성과를 보였습니다.

주가 변동성

Is RDCM's price volatile compared to industry and market?
RDCM volatility
RDCM Average Weekly Movement7.5%
Software Industry Average Movement9.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: RDCM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: RDCM의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
1985325Benny Eppsteinwww.radcom.com

는 통신 서비스 제공업체(CSP)를 위한 클라우드 네이티브 및 5G 지원 네트워크 인텔리전스 솔루션을 제공합니다. 클라우드 네이티브 및 컨테이너화된 네트워크 가시성, 서비스 보증, 네트워크 인사이트 포트폴리오를 제공하는 자동화된 보증 및 분석 플랫폼인 RADCOM ACE, RADCOM ACE 또는 레거시 보증 솔루션으로 자동화된 보증을 추진하는 AI 기반 분석을 제공하는 RADCOM AIM, 통신 사업자가 다양한 솔루션을 제공할 수 있는 RADCOM RAN, 폐쇄 루프 자동화를 위한 개방형 표준 준수 및 공급업체 독립적인 솔루션인 RADCOM NWDAF를 제공합니다. 또한 래드컴은 제너레이티브 AI인 래드컴 넷토크도 운영하고 있습니다.

RADCOM Ltd. 기초 지표 요약

RADCOM의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
RDCM 기초 통계
시가총액US$270.16m
순이익 (TTM)US$11.99m
매출 (TTM)US$71.49m
22.5x
주가수익비율(P/E)
3.8x
주가매출비율(P/S)

RDCM는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
RDCM 손익계산서 (TTM)
매출US$71.49m
매출원가US$16.81m
총이익US$54.69m
기타 비용US$42.70m
순이익US$11.99m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

May 19, 2026

주당순이익(EPS)0.72
총이익률76.49%
순이익률16.77%
부채/자본 비율0%

RDCM의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 09:27
종가2026/05/11 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

RADCOM Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ryan KoontzNeedham & Company
Arjun BhatiaWilliam Blair & Company L.L.C.